Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,180 | $70,366+254.1% | $66,674+273.7% | $138,895+79.4% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 16.55% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $4,700 | $2,765+70.0% | $2,620+79.4% | $4,194+12.1% |
| Participant deferral / active EE | $15,422 | $4,374+252.6% | $4,084+277.6% | $6,396+141.1% |
| Admin fee / account holder | $1,474 | $5,262-72.0% | $5,098-71.1% | $12,562-88.3% |